Goldman Sachs Cuts Outlook For These Hotel And Lodging Stocks As Potential Recession Looms

1. Goldman Sachs downgraded U.S. Lodging C-Corps outlook amid weaker consumer demand. 2. RevPAR forecasts for 2025 lowered by 125 basis points due to economic uncertainty. 3. Focus on asset-light companies with global exposure over U.S. resort-dependent firms. 4. Analyst downgraded Hilton and Marriott, citing macro pressures affecting revenue. 5. Choice Hotels upgraded to Buy due to strong balance sheet and defensive position.